October 2026 Hangar Talk

Tait Duryea and the Turbine Capital team share October portfolio updates with Graham Napier of StealthPoint and Cori Willett of Waypoint Energy. Graham reviews Fund I’s progress, Fund II’s launch, and potential sidecar investment opportunities. Cori outlines Waypoint’s growing well portfolio and acquisition strategy ahead of year-end.  The team also previews Mytikas Living and Heartwood, explains fair market value reporting, and answers investor questions about account ownership, asset protection, and projected drilling deductions. **They discuss:** (00:00) Upcoming investments and funding timelines (02:55) Self-directed IRA valuation reports (04:47) StealthPoint Fund I updates (11:07) Section 1202 tax considerations (14:10) StealthPoint Fund II launch (16:00) Future sidecar investment opportunities (19:01) Waypoint Energy’s expanding well portfolio (22:29) Trusts, LLCs, and investment ownership (27:38) Year-end competition for energy deals (29:30) Estimating intangible drilling cost deductions **Links & Resources:** - Turbine Capital Events Calendar: https://www.turbinecap.com/calendar - Investor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.com If you have any questions, please feel free to email investors@turbinecap.com. **Learn more about Turbine Capital:** Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital *The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.*